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Product Directory

Name / Vendor Type▼
Advent Custodial Data Advent Software Inc. Account Aggregation
TotalView Advisor Exchange LLC Account Aggregation
ByAllAccounts Inc. ByAllAccounts Inc. Account Aggregation
Microsoft Dynamics ERP Microsoft Corp. Account Aggregation
NorthStar Client Hierarchy NorthStar Systems International Account Aggregation
Reconciler Advisor Exchange LLC Account Aggregation
XportPro Advisor Exchange LLC Account Aggregation
AllData Advisor CashEdge, now part of Fiserv Account Aggregation
Grendel Online - Client Wealth Center Big Brain Works LLC Account Aggregation
Wealth Portal 360 Fusion Advisor Account Aggregation
Private Client Resources - Account Aggregation Private Client Resources Account Aggregation
Investor/Advisor Dashboard Wealth Access LLC Account Aggregation
DST Vision DST Systems Inc. Account Aggregation
Satuit PAC Satuit Technologies Inc. Bundled Solution
Satuit SecurePDF Satuit Technologies Inc. Bundled Solution
Satuit SIP Satuit Technologies Inc. Bundled Solution
WealthStation SunGard Data Systems Inc. Bundled Solution
Compliance11 Compliance11 Inc. Bundled Solution
Docupace ePACS Docupace Technologies Inc. Bundled Solution
eMoney 360 eMoney Advisor Bundled Solution
eMoney 360 Pro eMoney Advisor Bundled Solution
Finantix Finantix S.p.A. Bundled Solution
Adhesion Integrated Wealth Management Platform Adhesion Wealth Advisor Solutions Inc. Bundled Solution
Junxure ClientView Live CRM Software Inc. Bundled Solution
Adhesion Reporting Adhesion Wealth Advisor Solutions Inc. Bundled Solution
Adhesion UMA Platform Adhesion Wealth Advisor Solutions Inc. Bundled Solution
NorthStar Desktop NorthStar Systems International Bundled Solution
Palette Platform Private Client Resources Bundled Solution
ProTracker Cloud ProTracker Software Inc. Bundled Solution
Actimize NICE Actimize Bundled Solution
Maestro Artisan Software Inc. Bundled Solution
Featured
Repertoire Artisan Software Inc. Bundled Solution
Featured
StyleADVISOR Zephyr Associates Inc. Bundled Solution
Featured
The EQIS Platform EQIS Bundled Solution
MyOffice Web-Based Work Portals iPrism Global Inc. Bundled Solution
CommissionCheck PriceMetrix Inc. Bundled Solution
ValueOne PriceMetrix Inc. Bundled Solution
PARis - Performance Analysis & Reporting Information System Investment Metrics LLC Bundled Solution
MarketFronts Zstrata LLC Bundled Solution
Orion Advisor Services Orion Advisor Services LLC Bundled Solution
FeeCheck PriceMetrix Inc. Bundled Solution
ProTracker Advantage ProTracker Software Inc. Bundled Solution
CAIS CAIS Bundled Solution
Featured
ACS Compliance Risk Management Automated Compliance Solutions LLC Compliance
Albridge Sales Practice Monitoring Albridge Solutions Inc. Compliance
MyComplianceOffice TerraNua Compliance
NorthStar Compliance Solution NorthStar Systems International Compliance
NRS ComplianceGuardian National Regulatory Services Compliance
ProTracker Business Continuity Plan ProTracker Software Inc. Compliance
ProTracker Compliance Manual ProTracker Software Inc. Compliance
ProTracker Narrative Form ADV Part 2 Template ProTracker Software Inc. Compliance
Featured
Examiner Wolters Kluwer Financial Services Compliance
Featured
Arkovi Social Media Archiving BMRW & Associates Inc. Compliance
Featured
Redtail Redtail Technology CRM
Sage Act! Sage Software Inc. CRM
Salesforce CRM Salesforce.com CRM
Salesforce for Wealth Management Salesforce.com CRM
Satuit CRM Satuit Technologies Inc. CRM
Seibel CRM Oracle CRM
Web Ally Scherrer Resources Inc. CRM
XLR8 Concenter Services LLC CRM
Advisors Assistant Client Marketing Systems Inc. CRM
AppCrown (Salesforce.com overlay) AppCrown LLC CRM
Act4Advisors Allied Financial Software Inc. CRM
ClientVision AdviceAmerica CRM
Goldmine FrontRange Solutions USA Inc. CRM
Junxure CRM Software Inc. CRM
Maximizer CRM Maximizer Software Inc. CRM
Maximizer CRM Live Maximizer Software Inc. CRM
Microsoft Dynamics CRM Microsoft Corp. CRM
NorthStar Client Acquisition Solution NorthStar Systems International CRM
Adobe Adobe Systems Inc. CRM
Grendel Online Big Brain Works LLC CRM
Advisor CRM Tamarac Inc. CRM
Featured
PreciseFP Spectrum Input LLC CRM
Ebix CRM Ebix CRM
Redtail Imaging Redtail Technology Document Management
Scan and Organize for ACT! Allied Financial Software Inc. Document Management
Worldox GX2 World Software Corp. Document Management
Albridge Document Management Albridge Solutions Inc. Document Management
CNG-Online Cabinet NG Document Management
CNG-Safe Cabinet NG Document Management
DocuXplorer Software Archive Power Systems Inc. Document Management
eFileCabinet Desktop eFileCabinet Inc. Document Management
eFileCabinet Online eFileCabinet Inc. Document Management
Executive Assistant CEO Image Systems Document Management
NetDocuments NetVoyage Corp. Document Management
NorthStar Document Repository Solution NorthStar Systems International Document Management
Omnipage Nuance Inc. Document Management
Paperport Nuance Inc. Document Management
Laserfiche Laserfiche Document Management
LaserApp Software LaserApp Software Inc. Document Management
Quik! Enterprise Forms Automation Efficient Technology Inc. Document Management
ePACS Cloud Document Management Docupace Technologies Inc. Document Management
Thomson One Wealth Management Thomson Reuters Financial Planning
TOTAL Planning Suite Money Tree Software Inc. Financial Planning
WealthStation Financial Planning SunGard Data Systems Inc. Financial Planning
WealthTec Suite WealthTec LLC Financial Planning
Cheshire Wealth Manager Cheshire Software Inc. Financial Planning
MoneyGuidePro PIEtech Inc. Financial Planning
NaviPlan Select Emerging Information Systems Inc. Financial Planning
NorthStar Wealth Planning Station NorthStar Systems International Financial Planning
Profiles Forecaster Emerging Information Systems Inc. Financial Planning
Profiles Professional Emerging Information Systems Inc. Financial Planning
Featured
PlanPlus Planit PlanPlus Financial Planning
Morningstar Advisor Workstation Morningstar Inc. Financial Planning
ASI Goal-Based Proposal Solution Advisor Software Inc. Financial Planning
Morningstar Principia Morningstar Inc. Financial Planning
Silver Financial Planner/Silver Online Money Tree Software Inc. Financial Planning
Golden Years Money Tree Software Inc. Financial Planning
Easy Money Money Tree Software Inc. Financial Planning
YourOldMoney YourOldMoney Financial Planning
StockOpter Pro Net Worth Strategies Inc. Financial Planning
PrimaGuide Plus Prima Capital Financial Planning
Retirement Savings Planner - Professional Torrid Technologies Inc. Financial Planning
Omyen Wealth Planner Omyen Corp. Financial Planning
Income Discovery Fiducioso Advisors Inc. Financial Planning
WebCalcs for Advisors Torrid Technologies Inc. Financial Planning
Featured
ICE (Integrated Capital Engine) AdvisoryWorld Financial Planning
Advisor Proposal Generator AdvisoryWorld Financial Planning
Finance Logix OLTIS Software LLC Financial Planning
AdviceAmerica, part of Fiserv AdviceAmerica Financial Planning
Advent Portfolio Exchange Advent Software Inc. Portfolio Management
Albridge Wealth Reporting Albridge Solutions Inc. Portfolio Management
Investigo Broadridge Financial Solutions Inc. Portfolio Management
Investor'sView Premium SunGard Data Systems Inc. Portfolio Management
NorthStar Portfolio Management Solution NorthStar Systems International Portfolio Management
PortfolioCenter Schwab Performance Technologies Portfolio Management
Advent Axys Advent Software Inc. Portfolio Management
Principia CAMS Morningstar Inc. Portfolio Management
Morningstar Office Morningstar Inc. Portfolio Management
Featured
Bridge Portfolio BridgePortfolio Inc. Portfolio Management
Private Client Resources - Portfolio Management Private Client Resources Portfolio Management
Portfolio Pathway Portfolio Pathway Portfolio Management
Portfolio Lab Kwanti Portfolio Management
StatPro Revolution StatPro Inc. Portfolio Management
StockOpter.com Net Worth Strategies Inc. Portfolio Management
Covered Call Investment Tools Born To Sell Portfolio Management
Elmwood Analytics Elmwood Data LLC Portfolio Management
Nirvana Enterprise Nirvana Solutions Portfolio Management
Smartleaf Smartleaf Portfolio Management
Featured
DST VisionProfessional DST Systems Inc. Portfolio Management
Captools/net Professional Investor Captools Co. Inc. Portfolio Management
First Rate Performance First Rate Inc. Portfolio Management
Black Diamond Black Diamond Performance Reporting Portfolio Management
Advisor View Tamarac Inc. Portfolio Management
Featured
FinFolio Work Station FinFolio Portfolio Management
Investor'sView SunGard Data Systems Inc. Portfolio Re-balancing
iRebal, the Intelligent Rebalancer ThinkTech Inc. Portfolio Re-balancing
NorthStar Portfolio Construction Solution NorthStar Systems International Portfolio Re-balancing
Rebalance Express RedBlack Software LLC Portfolio Re-balancing
ASI Portfolio Rebalancing Solution Advisor Software Inc. Portfolio Re-balancing
Total Rebalance Expert Total Rebalance Expert Portfolio Re-balancing
AllocationADVISOR Zephyr Associates Inc. Portfolio Re-balancing
eZ-Adviser eZ-Adviser Portfolio Re-balancing
Advisor Rebalancing Tamarac Inc. Portfolio Re-balancing
Atom Align BlazePortfolio Portfolio Re-balancing
Cornerstone PowerTrade Cornerstone Revolutions Inc. Portfolio Re-balancing
TradeWarrior TradeWarrior Portfolio Re-balancing

172 results found

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